Filed July 18, 2006
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: ABG RETIREMENT PLAN SERVICES Service code 15 · EIN 37-0899315 | Recordkeeping | $62,334 |
CHARLES SCHWAB & CO., INC.4+ years Filed as: CHARLES SCHWAB BANK Service code 24 · EIN 42-1558009 | Discretionary Trustee | $4,356 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,168 | $62,267-11.4% | $110,238-50.0% | $55,725-1.0% |
| Participation rate | 74.1% | 78.1%-4.0pp | 79.8%-5.7pp | 70.9%+3.3pp |
| Annual return | -5.24% | -1.07%-4.2pp | 314.74%-320.0pp | 244.93%-250.2pp |
| Employer contribution / active EE | $996 | $1,941-48.7% | $3,826-74.0% | $2,078-52.1% |
| Participant deferral / active EE | $1,956 | $3,516-44.4% | $4,672-58.1% | $3,356-41.7% |
| Admin fee / account holder | $219 | $121+81.4% | $8,547-97.4% | $115+90.5% |